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Tele sales and retention teams that grow revenue compliantly
Hilix tele sales specialists generate and qualify leads, convert sign-ups into active customers and bring lapsed customers back, using scripts and processes built for regulated financial services.
Tele Sales & Retention
Growth needs conversations, not just clicks
Paid ads and SEO bring sign-ups, but many never complete verification or send their first payment. Others transact once and disappear. A well-run tele sales and retention team closes that gap, turning interest into revenue and one-off users into loyal customers.
Our agents have worked in fintech sales and retention roles. They understand KYC steps, pricing and corridors, and they sell responsibly with compliant scripts, accurate claims and respect for customer preferences. Every call is tracked, so you can see exactly what the team delivers.
Services
Our Tele Sales & Retention services
Outbound tele sales, lead generation, activation, retention, win-back and B2B business development.
Fintech Tele Sales Outsourcing
Outbound and inbound calling that converts leads and sign-ups into active, transacting customers.
B2B & B2C Lead Generation
Prospect research, outreach, qualification and appointment setting for B2B and B2C fintech growth.
Customer Retention & Win-Back
Churn analysis, retention calls, VIP care and win-back campaigns that keep customers transacting.
Partnerships & Business Development
Partnership research, outreach, proposals and referral networks that open new revenue channels.
Why Hilix
Why fintechs choose Hilix for Tele Sales & Retention
How we work
How we build your sales and retention engine
Define
Target segments, offers, goals, compliance rules and success metrics agreed.
Script and train
Compliant scripts, objection handling and product training prepared.
Call and convert
Agents work lists and leads in your CRM with full call logging.
Measure and refine
Conversion data used to refine segments, offers and scripts weekly.
FAQ
Tele Sales & Retention: frequently asked questions
Is outbound calling allowed for financial services?
Rules vary by country and consent status. We work only with lawfully obtained data and respect do-not-call lists, opt-outs and local marketing rules.
Do you work B2B or B2C?
Both. We activate and retain consumer customers and generate and qualify B2B leads for business accounts, merchants and partners.
Which CRM do you use?
We work in your CRM, such as HubSpot, Salesforce, Zoho or Pipedrive, so data stays with you.
How is performance priced?
Usually a monthly team fee, with optional performance incentives agreed upfront.